EmploymentCrossing Jobs

Associate Director, Gift Planning - USA-IL-Chicago

Tue, 14 Jul 2015 00:00:00 CDT

Associate Director, Gift Planning Duties: Secures planned gifts from University alumni and friends. Identifies planned giving prospects and plans strategies and solicitations of high level planne...

Senior Associate Director Gift Planning - USA-IL-Evanston

Tue, 19 Jul 2016 00:00:00 CDT

Senior Associate Director Gift Planning The candidate will promote, solicits, facilitates, documents, and stewards planned gifts. Will prepare descriptive explanations of planned giving arrangements ...

Deputy General Counsel - USA-IL-Glenview

Fri, 18 Sep 2020 00:00:00 CDT

Deputy General Counsel The candidate will be responsible for: Provide oversight, advice, review, negotiation and revision for contracts, policies, procedures, regulatory documents and other documents...

Executive Director Wealth Planning & Advice, Wealth Planner - USA-IL-Chicago

Sat, 26 Sep 2020 00:00:00 CDT

Executive Director Wealth Planning & Advice, Wealth Planner Responsibilities: Work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve a...

Ultra-high Net-worth Associate Wealth Advisor - USA-IL-Chicago

Tue, 29 Sep 2020 00:00:00 CDT

Ultra-High Net-Worth Associate Wealth Advisor The candidate will be responsible for supporting partners in wealth planning related work for our ultra-high net-worth individual and client family relat...

International Tax Partner Real Estate - USA-IL-Chicago

Tue, 29 Nov 2022 00:00:00 CST

International Tax Partner – Real Estate The candidate will manage and build trusting client relationships; understand clients’ business challenges and goals; work collaboratively with clients and ser...

Trusts & Estates Partner, Senior Associate, Or Senior Counsel - USA-IL-Chicago

Fri, 09 Dec 2022 00:00:00 CST

Trusts & Estates Partner, Senior Associate, or Senior Counsel The candidate' should have 10+ substantive experience drafting and implementing sophisticated Estate and Advance Planning strategies. Th...

Trusts and Estates Partner - USA-IL-Chicago

Fri, 10 May 2024 00:00:00 CDT

Chicago office of a ******* Top Ranked Law Firm seeks trusts and estates partner with 10+ years of substantive experience drafting and implementing sophisticated Estate and Advance Planning strate...

Senior Manager, Tax, Trust & Estate - USA-IL-Chicago

Sun, 11 Dec 2022 00:00:00 CST

Senior Manager, Tax, Trust & Estate The candidate will develop and manage strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter expert on ...

Estate Settlement Team Lead - USA-IL-Oak Brook

Tue, 13 Dec 2022 00:00:00 CST

Estate Settlement Team Lead The candidate will be responsible for all aspects of the most complex and largest estate settlement relationships of the estate settlement team. Work with other ******* ...

Senior Wealth Strategist - USA-IL-Chicago

Tue, 13 Dec 2022 00:00:00 CST

Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million i...

Estate And Tax Planning Analyst - USA-IL-Chicago

Fri, 18 Nov 2022 00:00:00 CST

Estate and Tax Planning Analyst The candidate will be responsible for collecting, reviewing, and synthesizing personal and wealth profile data and modeling strategies and solutions. Collect, organize...

Tax Manager - Controversy Services - USA-IL-Chicago

Sat, 05 Nov 2022 00:00:00 CDT

Tax Manager - Controversy Services The candidate will plan and execute tax examinations in support of assigned clients. Through interpretation of tax laws, help resolve clients tax issues related to ...

Tax Leader | Private Client - USA-IL-Chicago

Mon, 05 Dec 2022 00:00:00 CST

Tax Leader | Private Client The candidate will be partnering with the financial planners, Wealth Strategists, and Innovation teams expand the flexibility to help clients grow, preserve and protect we...

Private Bank National Practice Leader - USA-IL-Rosemont

Mon, 05 Dec 2022 00:00:00 CST

Private Bank National Practice Leader The candidate serves as a national leader to drive growth through the development of strategy, go-to-market program and resources. Serves as sales liaison for t...

Wealth Management, Trust & Estates, Trust Administrator - USA-IL-Chicago

Thu, 08 Dec 2022 00:00:00 CST

Wealth Management, Trust & Estates, Trust Administrator The candidate will work with the Account Opening Group to open estate or trust accounts. Will interpret the governing instrument and applicable...

Mid-Level Trusts and Estates Associate Attorney - USA-IL-Chicago

Fri, 26 Apr 2024 00:00:00 CDT

A law firm in Chicago is seeking a Mid-Level Trusts and Estates Associate Attorney with 4+ years of direct experience in high-net-worth estate and tax planning. The ideal candidate will come from a...